Fund Services Tax Data Analyst

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. 

For more information about Citco, please visit www.citco.com 

About the Team & Business Line: 

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. 

As a core member of our Tax team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon. 

Responsibilities

We are seeking a highly motivated Junior Tax & AI Automation Analyst to join our growing Tax Services team. This role combines fund tax operations with data analytics and automation initiatives, supporting large-scale tax compliance processes across global clients.

The ideal candidate is both detail-oriented and technically curious, with the ability to work across structured financial data while contributing to process improvement and automation efforts.

Key Responsibilities: 

Tax Operations & Data Review

• Support the preparation and review of tax deliverables, including Schedule K-1 data and investor-level reporting
• Perform data validation and reconciliation using structured checklists
• Identify discrepancies, investigate variances, and escalate issues where appropriate

AI & Automation Support

• Assist in the development and execution of automation workflows for tax processes (e.g., document extraction, data validation)
• Support testing and validation of AI-driven outputs against source documents
• Maintain and enhance standardized templates, trackers, and dashboards
• Collaborate with internal teams on process digitization initiatives

Process Improvement & Collaboration

• Participate in discussions with cross-functional teams to understand current processes
• Take clear, structured notes from meetings to document workflows and requirements
• Develop a strong understanding of existing processes and contribute ideas to enhance efficiency and scalability
• Analyze recurring issues and identify opportunities to improve accuracy and reduce manual effort
• Contribute to the standardization and evolution of tax workflows

Qualifications

Education

• Bachelor’s degree in: 
  • Accounting, Finance, or Tax (preferred)
  • OR Data Analytics, Information Systems, or related field

Experience

• 0–3 years of relevant experience in: 
  • Tax, fund accounting, audit, or financial services OR
  • Data analysis, process automation, or operations
• Exposure to financial services (e.g., funds, private equity, real estate) is a strong advantage

Key Competencies:

• Strong attention to detail and ability to handle repetitive tasks with accuracy
• Process-driven mindset with the ability to follow and improve structured workflows
• Strong written and verbal communication skills
• Analytical thinker with a focus on identifying inconsistencies and resolving issues
• Open-minded and adaptable, with a willingness to learn new tools and approaches
• Ability to collaborate across teams, actively engage in discussions, and translate process understanding into improvement ideas
• Interest in leveraging technology to improve manual processes

What we offer:

• Exposure to global tax compliance and fund structures
• Opportunity to work on automation and AI-driven initiatives
• Collaborative environment with cross-functional teams across tax and technology

Why join us

This role offers a unique opportunity to combine tax expertise with emerging technologies, contributing to the transformation of large-scale tax operations through automation and AI.

Our Benefits

Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.